You can open a file while using the Connected Desktop, and the file will open in the default program you have set on your computer to open that type of file. You can then view, edit, and save the file without downloading the file from SmartVault manually. Any changes you make and save to the file while working in the Connected Desktop are saved to the file in SmartVault once the file is closed.
Best Practice
It is important to close your files after finishing your work to ensure SmartVault accurately reflects all updates. Leaving a file open for days without closing it may result in changes not being saved in SmartVault immediately. Consistently closing and saving your files guarantees that the latest version is accessible in SmartVault.
Open a File with the Default Program
Steps
- Locate the file to open in the Connected Desktop.
- Double-click on the file.
(You can also right-click on the file and select Open from the context menu)
(Alternatively, you can click on the file and click Open on the Document View toolbar.)
Open a File with the Program You Choose
Steps
- Locate the file to open in the Connected Desktop.
- Right-click on the file and hover over the Open with option to expand the menu.
(The choices in this list depend on the file type you are trying to open and the programs you have installed on your computer.)
- Click Choose Program... if you don't see the program you want in the list.
- The Choose Program dialog box opens to display a list of programs on your computer that can open the file. This box will appear differently depending on which version of Windows you are running. The list of programs will significantly vary depending on your installed programs.
Windows 8 & 10:
Windows 7:
- Select the program from this list to open the file.